Podcast Episodes
Back to SearchRMDs Unpacked: The Math Behind Your Required Distributions (and Tax Strategy)
Episode 250
Required Minimum Distributions (RMDs) could force you to withdraw as much as 15% of your retirement account balance in a single year.
But do RMDs rea…
10 months, 1 week ago
Why the New Target Retirement Age Is 58 (And How You Can Do It Too)
Episode 249
Is retiring in your 50s actually realistic for everyday Americans?
According to a recent NerdWallet survey, the average target retirement age for hou…
10 months, 3 weeks ago
Retirement's Big Shift: How the Rules Change After $1 Million
Episode 248
What if everything you've learned about money completely changes once you cross the $1 million mark?
Many people think a healthy 7-figure nest egg me…
11 months ago
3 Overlooked Threats to a Fulfilling Retirement
Episode 247
A recent study reported that 76% of retirees regret not saving more money.
But after working with hundreds of successful retirees and analyzing thous…
11 months, 1 week ago
5 Ways the 'One Big Beautiful Bill' Impacts Your Retirement
Episode 246
Wondering how the new 'One Big Beautiful Bill Act' affects you and your retirement plan?
Don't want to read 870 pages of Congressional jargon?
I've g…
11 months, 2 weeks ago
How to Retire at 62 (Even If You Feel "Behind")
Episode 245
Think you need millions of dollars to retire comfortably? Think again.
Most people believe they're "behind" on retirement savings because they're mea…
1 year ago
Why 37% of Retirees Have Regrets (And How to Avoid Them)
Episode 244
"I planned for 30 years of expenses—but zero years of purpose."
This was a recent client's confession, and she's not alone.
In fact, nearly 40% of re…
1 year ago
The Hidden Risk of "High-Yield" Cash in Retirement
Episode 243
"Cash is king" has guided investors since the 1987 market crash.
But what if this so-called "king" is actually putting your retirement plan at risk?
…1 year ago
7 Pitfalls to Avoid If You Want to Stay Retired
Episode 242
You've finally made it to retirement!
But what if some of the choices you're making right now are quietly pulling you back to work?
Every year, count…
1 year, 1 month ago
How to Spend More, Stress Less, and Retire Sooner
Episode 241
"I'll just work a few more years."
It's the retirement safety net millions of Americans often count on.
In large part because the financial industry …
1 year, 1 month ago